DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jorge Andres Kuri
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Jorge A. Kuri
At current firm
3 y
since Aug 2, 2023
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Janney Montgomery Scott LLC BD affiliated currentsince Aug 2, 2023 · Philadelphia, Pa
- Sei Investments Management Corp mixed wealthDec 6, 2022 to Jul 26, 2023 · Oaks, Pa
- Janney Montgomery Scott LLC BD affiliatedJun 25, 2019 to Nov 15, 2022 · Philadelphia, Pa
- Equitable Advisors, LLC national BDNov 14, 2017 to Jun 25, 2019 · Bala Cynwyd, Pa
Moves
a registration end followed by a registration begin elsewhere
- Sei Investments Management Corp to Janney Montgomery Scott LLCleft Jul 26, 2023, registered Aug 2, 2023 (7 days) · Other
- Janney Montgomery Scott LLC to Sei Investments Management Corpleft Nov 15, 2022, registered Dec 6, 2022 (21 days) · Other
- Equitable Advisors, LLC to Janney Montgomery Scott LLCleft Jun 25, 2019, registered Jun 25, 2019 (0 days) · Affiliated broker-dealer or bank to another
Signals
- Jorge Andres Kuri left Sei Investments Management Corp for Janney Montgomery Scott Llc (registered 2023-08-02)Jul 26, 2023 · Advisor changed firm · fact
- Jorge Andres Kuri left Janney Montgomery Scott Llc for Sei Investments Management Corp (registered 2022-12-06)Nov 15, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address